Berger Financial Group, Inc Ishares Russell 2000 ETF Transaction History

Berger Financial Group, Inc

$1.18 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $122,453 - $132,994	635 Added 63.31%	1,638 $332,000
Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $190,048 - $210,930	1,003 New	1,003 $210,000
Q2 2023 Aug 10, 2023	BUY	$170.4 - $187.93 $182,498 - $201,273	1,071 New	1,071 $200,000
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $205,343 - $231,489	1,231 New	1,231 $214,000
Q2 2022 Aug 08, 2022	SELL	$163.9 - $207.91 $292,069 - $370,495	-1,782 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $27,961 - $32,896	-146 Reduced 7.57%	1,782 $366,000
Q4 2021 Jan 26, 2022	BUY	$212.12 - $242.56 $181,998 - $208,116	858 Added 80.19%	1,928 $429,000
Q4 2020 Feb 02, 2021	BUY	$152.18 - $199.14 $162,832 - $213,079	1,070 New	1,070 $210,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.67 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.49 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.36 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.35 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.87 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
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